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CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN 401k Plan overview

Plan NameCALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN
Plan identification number 002

CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

CALIFORNIA PRIMARY CARE ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA PRIMARY CARE ASSOCIATION
Employer identification number (EIN):943215565
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CALIFORNIA PRIMARY CARE ASSOCIATION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1833763

More information about CALIFORNIA PRIMARY CARE ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ANGELA AVALOS2024-07-03
0022022-01-01STEVE ROBINSON-BURMESTER2023-10-02 STEVE ROBINSON-BURMESTER2023-10-02
0022021-01-01SONJA SPOWART2022-08-29 SONJA SPOWART2022-08-29
0022020-01-01SONJA SPOWART2021-07-18 SONJA SPOWART2021-07-18
0022018-01-01SANDRA S. BIRKMAN2019-07-01 SANDRA S. BIRKMAN2019-07-01
0022017-01-01SANDRA S. BIRKMAN2018-05-23
0022016-01-01SANDRA S. BIRKMAN2017-04-12
0022015-01-01SANDRA S. BIRKMAN2016-05-23
0022014-01-01SANDRA S. BIRKMAN2015-04-08
0022013-01-01SANDRA S. BIRKMAN2014-06-10
0022012-01-01SANDRA S. BIRKMAN2013-06-13
0022011-01-01SANDRA S. BIRKMAN2012-06-26
0022010-01-01SANDRA S. BIRKMAN2011-07-28

Plan Statistics for CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN

401k plan membership statisitcs for CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN

Measure Date Value
2025: CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-0582
Total number of particpants at end of year2025-08-0589
Number of Participants With Account Balances2025-08-0589
2024: CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-0372
Total number of particpants at end of year2024-07-0383
Number of Participants With Account Balances2024-07-0382

Financial Data on CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN

Measure Date Value
2025 : CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-08-050
Total liabilities as of the beginning of the plan year2025-08-050
Total expenses incurred by plan in this plan year2025-08-05479835
Net assets as of the end of the plan year2025-08-056993059
Total assets as of the beginning of the plan year2025-08-055971693
Value of plan covered by a fidelity bond2025-08-05500000
Participant contributions to plan in this plan year2025-08-05414199
Value of participant loans at end of plan year2025-08-0542403
Other expenses paid from plan in this plan year2025-08-050
Other contributions to plan in this plan year2025-08-0588088
Other income to plan in this plan year2025-08-05662855
Plan net income in this plan year2025-08-051021366
Net assets as of the end of the plan year2025-08-056993059
Net assets as of the beginning of the plan year2025-08-055971693
Employer contributions to plan in this plan year2025-08-05336059
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-053431
2024 : CALIFORNIA PRIMARY CARE ASSOCIATION 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-030
Total liabilities as of the end of the plan year2024-07-030
Total liabilities as of the beginning of the plan year2024-07-030
Total expenses incurred by plan in this plan year2024-07-03718495
Net assets as of the end of the plan year2024-07-035971693
Total assets as of the beginning of the plan year2024-07-034800486
Value of plan covered by a fidelity bond2024-07-03500000
Participant contributions to plan in this plan year2024-07-03468222
Value of participant loans at end of plan year2024-07-039935
Other expenses paid from plan in this plan year2024-07-030
Other contributions to plan in this plan year2024-07-0317087
Other income to plan in this plan year2024-07-031096855
Plan net income in this plan year2024-07-031171207
Net assets as of the end of the plan year2024-07-035971693
Net assets as of the beginning of the plan year2024-07-034800486
Employer contributions to plan in this plan year2024-07-03307538
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0321658

Potentially related plans

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